> This is a long term good thing. ... By 2028 or so we'll have a 50% drop in price-per-storage for these components.
Per the op:
> and the ongoing DRAM shortage is proof of this, with memory kits costing more than double what they did just a few months ago.
> While enterprise-grade QLC SSDs would entirely power this pivot, Sandisk has already raised NAND prices by 50%, according to another DigiTimes report, after initially warning of a 10% increase two months ago.
So you're basically saying prices may return to normal in two years, and that's somehow a good thing compared to them not being inflated in the first place?
> By 2028 or so we'll have a 50% drop in price-per-storage for these components.
Do you mean relative to six months ago, or now? Because a lot of the prices have already more than doubled.
(I’m upset because the computer I’ve been planning to build, which three months ago would have come to around ₹90,000, is now up to ₹1,20,000 and climbing week by week, half due to price increases on the same part, half due to forced substitutions on RAM since the cheaper 32GB 6400MT/s DDR5 sticks are completely unavailable. And looking into laptops, for the first time ever I’m seeing manufacturet SODIMM or SSD upgrades being cheaper than aftermarket.)
Depending on the future you predict 10% may be a good ROI - if AI will replace humans and traditional economy will collapse all other investments will loos value even more. In such scenario you cannot save the money you only can loose less if you will make a right investment.
The funniest thing about this is that, with high GPU prices, rising RAM costs, and now increasing SSD prices, Apple will end up producing the most affordable PCs.
No, Apple has effectively promoted iCloud as the alternative to local storage as part of its product differentiation strategy in the lower price segment.
Apple will almost certainly introduce the same approach for the budget MacBook as well.
They have a magic supply chain that is unaffected by the broader world which is one of the reasons why Tim Apple was chosen by Steve Jobs as his successor.
The problem is not chip supply it's manufacturing. Apple has their own manufacturing suppply. This is not the chip crisis of the last years. Hyper scalers are switching to consumer hardware because there is nothing in storage for Prosumer anymore and the manufacturing pipelines for these are smaller and harder to scale than consumer ones.
>Picking QLC over TLC allows them to maintain costs while achieving sufficient endurance for cold storage.
How does that work, doesn't QLC have less write endurance?
Yes, but QLC has much higher density.
I think it's the higher density that makes it better for cold storage, which generally has infrequent access, and more reads than writes.
Hence the QLC's endurance being "sufficient for cold storage".
Cold storage normally doesn't have frequent writes or frequent reads.
This is a long term good thing.
It sucks right now and will probably suck through 2027.
By 2028 or so we'll have a 50% drop in price-per-storage for these components.
> This is a long term good thing. ... By 2028 or so we'll have a 50% drop in price-per-storage for these components.
Per the op:
> and the ongoing DRAM shortage is proof of this, with memory kits costing more than double what they did just a few months ago.
> While enterprise-grade QLC SSDs would entirely power this pivot, Sandisk has already raised NAND prices by 50%, according to another DigiTimes report, after initially warning of a 10% increase two months ago.
So you're basically saying prices may return to normal in two years, and that's somehow a good thing compared to them not being inflated in the first place?
> By 2028 or so we'll have a 50% drop in price-per-storage for these components.
Do you mean relative to six months ago, or now? Because a lot of the prices have already more than doubled.
(I’m upset because the computer I’ve been planning to build, which three months ago would have come to around ₹90,000, is now up to ₹1,20,000 and climbing week by week, half due to price increases on the same part, half due to forced substitutions on RAM since the cheaper 32GB 6400MT/s DDR5 sticks are completely unavailable. And looking into laptops, for the first time ever I’m seeing manufacturet SODIMM or SSD upgrades being cheaper than aftermarket.)
Will the AI bubble last until 2028? I’m still unclear how AI will return even 10% of this investment in profit.
Depending on the future you predict 10% may be a good ROI - if AI will replace humans and traditional economy will collapse all other investments will loos value even more. In such scenario you cannot save the money you only can loose less if you will make a right investment.
And when the AI bubble bursts, "refurbished" HDDs and GPUs will flood the market. Save your money now and be prepared.
If this bubble pops you might need that money for food when bananas go from $1.50 to $150.00
> delivery times for enterprise-grade HDDs delayed by two years.
I sleep
> so hyperscalers are now switching to QLC NAND-based SSDs to avoid these backorders … This could lead to SSD prices rising worldwide
Real shit
The funniest thing about this is that, with high GPU prices, rising RAM costs, and now increasing SSD prices, Apple will end up producing the most affordable PCs.
If every other PC is more expensive, they will just increase prices.
No, Apple has effectively promoted iCloud as the alternative to local storage as part of its product differentiation strategy in the lower price segment.
Apple will almost certainly introduce the same approach for the budget MacBook as well.
Apple uses the same RAM, SSD, etc as everyone else does. They don't have a magic supply chain that is unaffected by the broader world.
They have a magic supply chain that is unaffected by the broader world which is one of the reasons why Tim Apple was chosen by Steve Jobs as his successor.
They don't use the same SSDs? They don't use the same RAM? They have their own supply chain in place? Whatcha talking about bud?
They use the same suppliers. The problem is the base chip, and also the wafer itself, all of which will impact apple.
(apple doesn't use hdds so not talking about that here).
The problem is not chip supply it's manufacturing. Apple has their own manufacturing suppply. This is not the chip crisis of the last years. Hyper scalers are switching to consumer hardware because there is nothing in storage for Prosumer anymore and the manufacturing pipelines for these are smaller and harder to scale than consumer ones.